Importing assets via CSV lets you quickly add or update assets in SysAid in bulk. Whether you’re bringing in assets for the first time or reimporting existing ones with updated information, this approach helps keep your asset inventory accurate and up to date with minimal effort.
Importing a list of assets
To import a list of assets:
Create a CSV file containing the assets you want to import. You can easily create a .csv file using Microsoft Excel (save as CSV). Columns in the file are fields to import for each asset, and rows are the individual assets. See the image below for an example.
.csv file ready for import into SysAid
In your SysAid account, go to Settings > Asset Management > Import Assets.
Click Choose File to upload the file you've created.
If your file has column headers (as in the picture above), check the Do not import the headline box.
Select the number of fields to import. The number of fields is equal to the number of columns in your .csv file.
Select each field you are importing in the Field content column. Each field corresponds to one column in the .csv file. The Field content in Position 1 is the left-most column in your file.
Updating existing assets:
If you would like to update an existing asset, import the asset ID and the fields to change. If you do not import an Asset ID that already exists in SysAid, SysAid creates a new asset instead of updating an existing one.
If you select any date fields, specify the date format in the Format column. This must match the Date Format used in your file
Please note:
In Cloud environments, CSV imports fail if an asset includes empty values for custom fields of type Date, Date-Time, Float, or Integer. When this happens, the entire asset record is not imported.
Click Submit to import your assets.
You can verify that your assets were correctly imported and/or updated from Assets > Asset Management > Asset List.
Automatically sync SysAid with a CSV file
You can set SysAid to automatically sync its asset information with a CSV file. This means that at the intervals you define, SysAid checks the .csv file for changes. If any changes have been made, SysAid imports the file and overrides the existing asset information with the updated information in the file.
On-Premises users can accomplish this by pointing to the file location or by connecting to the file via the RDS. Cloud users can perform this sync only by connecting to the file via the RDS.
The RDS scans the folder and uploads a copy of the file to the server every 10 minutes. The server processes the updated information based on the selected schedule time.
To automatically sync your assets with a CSV file via the SysAid server:
Check the Schedule box.
In the Start Time field, select a date and time to begin syncing with the file.
From the Rerun Every drop-down list, select if the sync should occur every hour, day, or week.
Select the File path option button.
In the File Path field, enter the file path location of the file.
Click Set scheduled import.
To automatically sync your assets with a CSV file via the RDS:
Check the Schedule box.
In the Start Time field, select a date and time to begin syncing with the file.
From the Rerun Every drop-down list, select if the sync should occur every hour, day, or week.
Select the File path option button.
Click Set scheduled import.
On your system, add a copy of the file to the RDS folder under WEB-INF/csvAssetFiles.
Please note:
Please do not attempt to permanently store the original file in this location, as the RDS uploads it to the server and removes it from this location.
Access the RDS and open the DiscoveryService.properties file.
Find the csv.asset.import parameter and set its value to "true". If the parameter does not exist in the file, add it manually.
Save the file.
Restart the RDS service.
